Financial Adviser
· WEST LEEDERVILLE, WA
Connor Timothy O'keeffe
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001304028
Connor Timothy O'keeffe is a financial adviser based in West Leederville, Western Australia, with 2 years of experience in the financial services industry. Connor is currently authorised under Strategic Finance Partners Pty Ltd. Connor holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Connor holds a Graduate Diploma of Financial Planning from Swinburne University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Not Authorised in Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2022
Graduate Diploma of Financial Planning
Swinburne University of Technology
Registration History
Not Authorised in Margin Lending
Superannuation - All does not include Self Managed Superannuation Funds Advice
Source: ASIC Financial Advisers Register